Virginia Estate & Retirement Planning Advisors’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Virginia Estate & Retirement Planning Advisors’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17.9K	Buy	+74	New	+$10.2K	0.02%	92

Other funds holding IWP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Virginia Estate & Retirement Planning Advisors's IWP Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026: 74 shares worth $17.9K. The stake represents 0.02% of the portfolio and ranks #92 among its holdings.

1,204 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Virginia Estate & Retirement Planning Advisors held 74 shares of iShares Russell Mid-Cap Growth ETF worth $17.9K as of Q2 2026.
iShares Russell Mid-Cap Growth ETF was a new Virginia Estate & Retirement Planning Advisors position in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.02% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #92 holding.
1,204 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.